Position in B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,165,636
+$874,516 QoQ
Shares Held
331,218
+19.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#166
of 1,004 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Creative Planning holds $123,554,538 across 28 Gold names. B ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
267,333 | $24,968,901 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
117,118 | $18,168,515 | |
| 3 | B |
Barrick Mining Corp
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|
331,218 | $12,165,636 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
94,966 | $10,666,580 | |
| 5 | CDE |
Coeur Mining, Inc.
|
599,050 | $9,776,495 | |
| 6 | KGC |
Kinross Gold Corp
|
334,929 | $7,911,022 | |
| 7 | GFI |
Gold Fields Ltd
|
227,076 | $7,627,482 | |
| 8 | RGLD |
Royal Gold Inc
|
32,119 | $6,411,272 |
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,165,636 | 331,218 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,291,120 | 276,811 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,962,759 | 228,766 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,522,760 | 168,531 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,115,899 | 149,659 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||